News & Updates
Stay Tuned to the Blog for news and updates! Beginning in June 2020 You can find useful articles, as well as content to help steer you in the right direction.
If you have any questions, please don’t hesitate to give us a call or contact us via the form!
MBK Proud to Back BSRA | Launch’ 21 Celebrates New Boathouse
MBK and Associates is your WNY leader in tax efficient retirement income strategies. We pride ourselves on being the best at what we do, always growing and evolving, and helping others achieve their goals. Part of that passion comes from a lifetime of competition and...
How to Use Life Insurance to Help Pay for Retirement
When you think of life insurance, what do you think of? You probably think of that last Kool-Aid salesman who tried to sell you. We are here to change that.
Convert Your IRA Today – Start Making Money for Tomorrow
Here on the blog we like to touch on some of the strategies that we help professionals and business owners navigate the treacherous waters of tax efficient retirement planning. One of the main strategies we talk about here and on the MBK Beat podcast is converting an...
Collateral Assignment Split-Dollar Plans – Doing It The Right Way
When it comes to creating customized incentive/retention arrangements, some companies have their hands tied behind their backs. Companies without available stock options or other types of equity are at a disadvantage when it comes to high quality talent. Obviously...
Recruit & Retain Results | Split-Dollar Plans for Community Bank Executives
We've talked a bit on the blog here before about Split-Dollar plans, and how many high income earners are supplemented and multiplied with executive benefits packages like Split-Dollar. NCAA football coaches for example, often are the recipients of the benefits...
Public Health CEO’s & Executive Benefits | More than a Salary
Here on the blog we like to shed light on the many ways you can earn more from your hard work, with tax efficient insurance strategies. You can count on finding new content here every few weeks, and you can also learn more about this stuff over on the MBK Beat Podcast where we break down plans at length, and how to apply them in the real world.